E. A. Horwitz LLC
Answer a few questions and
get matched with an advisor.
Learn more about E. A. Horwitz LLC
Overview
E. A. Horwitz LLC operates as a financial advisory company that has its headquarters in Deerfield, Illinois. The company controls $195.1 million in assets over 326 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). E. A. Horwitz LLC has a small team, including 14 financial advisors. E. A. Horwitz LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as stocks, bonds and options.
E. A. Horwitz LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing the client's consent. The advisory firm's average account size is $598,404. The typical financial advisor at E. A. Horwitz LLC administers about 23 client accounts, placing it among the more personalized financial advisor firms in the country.
The firm's headquarters is located at 1650 Lake Cook Rd., Deerfield, Illinois 60015. The firm is legally registered to provide services to investors across a few states, including Arizona, California, Florida, Illinois, Indiana, Louisiana, Michigan and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
E. A. Horwitz LLC by the Numbers
$195.1 million
15
326
$598.4 thousand
Products and Services
E. A. Horwitz LLC provides a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Notably, the firm did not provide financial planning services to any of its clients in the prior fiscal year. The company is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts. It is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management vary depending on the type of financial services provided. However, fees charged by E. A. Horwitz LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 326 clients, E. A. Horwitz LLC's largest client type is retail investors, though it also serves three high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 0.86%
- Other Individuals - 93.08%
- Corporations - 2.59%
- Charitable Organizations - 3.46%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
E. A. Horwitz LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at E. A. Horwitz LLC
Deerfield, IL
Deerfield, IL
Deerfield, IL
East Pickerington, OH
Miami, FL
Deerfield, IL
Deerfield, IL
Baton Rouge, LA
Weston, FL
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.